Intergenerational planning for financial advisers

Intergenerational planning for financial advisers

Insight, expertise and practical solutions from Prudential, to support forward-thinking advisers in extending their expertise and value across more generations of a family. 

 

The growing opportunity for advisers

Intergenerational planning has, in recent years, become an increasingly important driver within mainstream financial planning. Driven by shifts in tax, legislation and the accumulation of wealth, advisers have been providing a holistic financial advice service to entire families, ensuring that wealth is protected and opportunities for growth are optimised from one generation to the next.

 

Materials you can use with your clients

Help your clients start thinking about planning for what they leave behind.

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Download the 'Family Wealth Unlocked' report part 1

Research that enables your to have more informed intergenerational planning conversations

Get your copy here
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Download the 'Family Wealth Unlocked' report part 2

         

Get your copy here
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Financial advice opportunities

Here you’ll find client case studies, details of life events that open up new conversations and insight on the differing financial needs of clients.

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Solutions for a wide range of IGP needs

We pride ourselves in a range of products designed to meet complex multi-generational demands, helpfully grouped here by client needs. 

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Case Studies

Read our range of case studies to help put your client’s scenarios into context

Read client case studies
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The SIFA Professional Handbook of Trustee Investment

The 8th edition written by our technical team is now available online.

Get your copy here

 

Intergenerational briefing

The latest news on financial products, regulatory briefings, expert market commentary and research to ensure you’re up to date with new thinking and developments.

 

ARTICLE by The Technical Team

What is a Discounted Gift Trust?

Learn about Discounted Gift Trusts and understand what role they play in inheritance tax planning.

8 minute read

ARTICLE by The Technical Team

Planning using the Residence Nil Rate Band (RNRB)

The RNRB is an extra NRB, available in addition to the general NRB if certain qualifying conditions are met. It is ...

20 minute read

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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.